AUMdb

Keesal, Young & Logan 401(k) Plan

Sponsored by Keesal, Young & Logan · EIN 952860621 · Plan #001

Total assets
$45.8M
Net assets
$45.8M
Active participants
105
With balances
167

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Fidelity Investments Institutional Recordkeeping fees, Account maintenance fees, Securities brokerage commissions -$22,641